Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- 最新申報
- 2026/8/6
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/12/1 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 56
- 較 2022 年第 2 季 0
- 總值
- $1.02 億
- 較 2022 年第 2 季 −$2,554 萬 (−20.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 232,060 | $1,705 萬 | 16.8% | +3,698+1.6% | 加碼 | – |
| TPLTexas Pacific Land Corp | Stock | 8,130 | $1,445 萬 | 14.2% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 51,645 | $541.8 萬 | 5.3% | +2,658+5.4% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 171,312 | $540.1 萬 | 5.3% | −10,911−6.0% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 114,904 | $511.3 萬 | 5.0% | +5,076+4.6% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 43,774 | $448.5 萬 | 4.4% | −176,374−80.1% | 減碼 | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 77,679 | $354.2 萬 | 3.5% | +6,789+9.6% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 79,189 | $351.8 萬 | 3.5% | −47,615−37.6% | 減碼 | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 71,772 | $344.9 萬 | 3.4% | −1,547−2.1% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 39,994 | $317.6 萬 | 3.1% | −13,838−25.7% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 41,920 | $299.3 萬 | 2.9% | −7,800−15.7% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 120,232 | $287.4 萬 | 2.8% | −30,663−20.3% | 減碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 179,676 | $230.0 萬 | 2.3% | +19,235+12.0% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 20,537 | $210.7 萬 | 2.1% | +3,343+19.4% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 21,321 | $191.3 萬 | 1.9% | +2,546+13.6% | 加碼 | – |
| iShares Tr46429B366 | CMBS ETF | 36,101 | $165.5 萬 | 1.6% | +4,382+13.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 20,518 | $152.4 萬 | 1.5% | +2,125+11.6% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 9,387 | $145.3 萬 | 1.4% | −200−2.1% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 9,471 | $114.1 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 19,052 | $102.1 萬 | 1.0% | +2,534+15.3% | 加碼 | – |
| ACNAccenture plc | Stock | 3,926 | $101.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 46,150 | $94.1 萬 | 0.9% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 44,914 | $93.7 萬 | 0.9% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 10,506 | $91.7 萬 | 0.9% | −697−6.2% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 42,578 | $90.2 萬 | 0.9% | 00.0% | 不變 | – |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 78,943 | $77.3 萬 | 0.8% | −5,301−6.3% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 9,832 | $68.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 4,871 | $67.3 萬 | 0.7% | −5−0.1% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,483 | $65.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 28,637 | $62.9 萬 | 0.6% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 25,691 | $58.6 萬 | 0.6% | 00.0% | 不變 | – |
| ARK Innovation ETF00214Q104 | ETF | 15,398 | $58.1 萬 | 0.6% | −314−2.0% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 26,763 | $57.9 萬 | 0.6% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 6,924 | $56.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 38,474 | $43.1 萬 | 0.4% | +200+0.5% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 5,040 | $42.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,137 | $40.6 萬 | 0.4% | −9−0.8% | 減碼 | 歷史 |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 12,387 | $39.7 萬 | 0.4% | 00.0% | 不變 | – |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 18,546 | $38.0 萬 | 0.4% | −30,779−62.4% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,486 | $36.4 萬 | 0.4% | +4,486 | 新進 | – |
| CLColgate Palmolive Co | Stock | 4,754 | $33.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 16,068 | $32.0 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,780 | $31.8 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,759 | $30.1 萬 | 0.3% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 2,604 | $29.4 萬 | 0.3% | −10−0.4% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 2,720 | $27.8 萬 | 0.3% | −490−15.3% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 22,278 | $26.5 萬 | 0.3% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 1,776 | $25.5 萬 | 0.3% | −1,375−43.6% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,228 | $24.5 萬 | 0.2% | +2,228 | 新進 | – |
| HOMBHome Bancshares Inc | COM | 10,850 | $24.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 5,011 | $24.2 萬 | 0.2% | −6−0.1% | 減碼 | – |
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 11,664 | $22.4 萬 | 0.2% | +480+4.3% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,071 | $21.9 萬 | 0.2% | +9+0.3% | 加碼 | – |
| PFEPfizer Inc | Stock | 4,720 | $20.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,669 | $20.3 萬 | 0.2% | −13−0.8% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 9,352 | $20.3 萬 | 0.2% | 00.0% | 不變 | – |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | – | $439.4 萬 |
| iShares MSCI Eafe ETF464287465 | ETF | – | $1.50 萬 |
2022 年第 2 季之後清倉（2 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。